Jason Epps



Years of Experience


Jason Epps
Vice President + Private Wealth Advisor
  • CFP® Certified Financial Planner™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
8000 Towers Crescent Dr
Suite 1250
Vienna, VA 22182-6207

Phone: 571-386-2022
Fax: 703-852-7246

For more than fifteen years, Jason’s focus has been to empower his clients; enabling them to achieve all they desire in life. He works side by side with each client, strategizing a comprehensive financial game plan tailored to their specific goals and priorities. As a Certified Financial Planner Practitioner™ (CFP®), and a Chartered Retirement Planning Counselor℠ (CRPC®), Jason possesses the unique knowledge and expertise necessary to provide his clients with the most applicable and beneficial financial guidance. He believes that a financial plan is only as strong as the advisor’s understanding of the core values and beliefs of each client.

“Do not go where the path may lead, go instead where there is no path and leave a trail.”

—Ralph Waldo Emerson

Raised a military brat, Jason’s childhood consisted of packing up and moving every 2-3 years. Each new military assignment meant a new state, new school, and making new friends. Although challenging at times, he credits his childhood experience for making him the person he is today. As a result of this transient lifestyle, meeting new people and developing relationships became second nature.

Jason enjoys giving back to his community and has volunteered with various organizations in the DC metro area including Our Daily Bread of Fairfax County, Main Street Child Development Center, Shelter House Inc., and Special Olympics Loudon County. He also has coached youth travel and AAU basketball since 2009. Most recently coaching the 6th grade boys travel team of the Vienna Youth Inc. sports organization.

Jason graduated cum laude from Mount St. Mary’s University, where he played four years of Division 1 college basketball. He has channeled that drive, commitment to excellence, and work ethic into his career in finance. Jason currently resides in Arlington, VA. In his spare time he enjoys traveling and cheering on the local DC sports teams.